Overview
Updated 07/08/2021
The Auto Match feature runs an advanced search with the search parameters auto-filled from the selected entities.
Accessing Auto Match
An auto match can be run from:
- Employee main tree Actions menu
- Customer main tree Actions menu
- Temp Order Actions menu
- Agency Actions menu
- Quickplace
Auto Match Setup
- Select Auto Match from one of places listed above.
- The Auto Match window will open with the starting entity grayed out.
- Select the desired entity from the remaining options.
- If there are optional requirements an additional check box will appear giving you the option to apply them.
- Click Run Auto Match. A progress bar displays.
- When the auto match has finished running, an Advanced Search window opens with the matched entities displayed.
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